Shelton Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-11,050
| Closed | -$56K | – | 854 |
|
2019
Q3 | $56K | Hold |
11,050
| – | – | ﹤0.01% | 811 |
|
2019
Q2 | $52K | Buy |
11,050
+10,995
| +19,991% | +$51.7K | ﹤0.01% | 826 |
|
2019
Q1 | $11.1K | Sell |
55
-10,995
| -100% | -$2.21M | 0.04% | 367 |
|
2018
Q4 | $54K | Hold |
11,050
| – | – | ﹤0.01% | 770 |
|
2018
Q3 | $68K | Hold |
11,050
| – | – | ﹤0.01% | 907 |
|
2018
Q2 | $62K | Hold |
11,050
| – | – | ﹤0.01% | 852 |
|
2018
Q1 | $73K | Sell |
11,050
-104,224
| -90% | -$689K | ﹤0.01% | 832 |
|
2017
Q4 | $838K | Sell |
115,274
-5,595
| -5% | -$40.7K | 0.05% | 258 |
|
2017
Q3 | $778K | Sell |
120,869
-59,416
| -33% | -$382K | 0.05% | 265 |
|
2017
Q2 | $1.22M | Buy |
180,285
+6,036
| +3% | +$40.7K | 0.09% | 203 |
|
2017
Q1 | $1.11M | Sell |
174,249
-13,944
| -7% | -$88.4K | 0.08% | 210 |
|
2016
Q4 | $1.16M | Buy |
+188,193
| New | +$1.16M | 0.09% | 212 |
|